Action Planner Reports
-
Getting Started with Action Planner
Action Planner OverviewYou can create a new Action Planner report from the + NEW REPORT menu on the Studio Reports page:If you do this, a new report will be ...
Continue reading... -
Creating an Action Plan
There are two places you can go to create a new Action Plan: Directly within Action Planner From an Action Planner Data Grid within Studio Creating a New Pla...
Continue reading... -
Cascading an Action Plan
OverviewIf an end user is assigned to a hierarchy attached to one or more sources on an Action Plan project, they can use cascading to assign one or more cop...
Continue reading... -
Editing an Action Plan
Getting StartedThis resource walks you through how to edit an existing action plan. To begin, open your plan by clicking on its name on the Action Plan List ...
Continue reading... -
Action Planner Setup
OverviewYou can reach the Action Planner setup menu by clicking the SETUP ACTION PLANNER button in the Initiative Summary or Initiative List widgets:From her...
Continue reading... -
Importing and Exporting Recommended Actions
1: OverviewYou can import and export recommended actions from the Actions Repository. This allows you to quickly make major changes to the actions shown to ...
Continue reading...